Conduit Capital Partners Information

Conduit Capital builds and sponsors investment platforms that move institutional capital into the physical economy: the energy, infrastructure, land, and credit that America's next industrial era will run on. Our thesis, which we call Neogenesis, is that AI-driven power demand, energy security, and reindustrialization are converging into a single national build-out, and that its binding constraint is capital structured to reach physical assets. Bank lending has retreated, equity is mispriced for infrastructure timelines, and the gap sits where energy, real estate, credit, and technology meet. We answer that gap by building purpose-fit platforms rather than raising generic funds: Sustainable Credit Partners: senior secured first-mortgage lending to commercial real estate being retrofitted, re-powered, or converted for the build-out. Co-founded with Climate First Bank and GreenGen. Energy Transition Special Opportunities (NYSE: ETSS): a public vehicle bringing proven, cash-generating energy and infrastructure companies to the public markets with patient, aligned capital. RuralWorks Partners: integrated capital for the essential businesses of rural America that the build-out depends on. Our team has deployed more than $5 billion across four decades at Oaktree, Colony Capital, and the TPG platforms, in the United States and Asia. We originate the opportunity, structure the vehicle, and operate the platform. Where we invest: AI infrastructure, energy transition, specialty finance, regenerative agriculture and land. Interested in partnering with us? info@conduitcapitalus.com www.conduitcapitalus.com